Job Description

Job Description

Job Description

We are looking for up-beat candidates with outstanding sales experience to prepare individual tax returns.
WE WILL TRAIN YOU!
SALES EXPERIENCE IS A MUST!!!
This is an excellent opportunity to learn a new skill for an enthusiastic, goal oriented, and driven sales individual.
Interviews will be held during the month of December.
If your interview goes well and you are hired then TRAINING WOULD START JANUARY 2ND!
Our company is growing fast nationwide and we are dedicated to providing excellent customer service and professionalism.

Job Description

• Attend tax associate training sessions and office meetings
• Be able to utilize Tax Software to produce taxes (Training will be provided)
• Prepare federal and state income tax returns
• Collect accurate client Data
• Provide taxpayer client service & quality control
• Review financial records, like prior tax return forms, income statements plus documentation of expenditures to define forms needed to prepare return
• Interview client to obtain additional information on taxable income & deductible expenses allowances
• Processing tax documents, obtaining all necessary client signatures.
• Learn and adhere to all company policies and procedures (see P&P Manual)
• Utilize CRM to update client’s information and notes
• Managing Inbound Calls producing the set daily goal of Prepared Taxes.

Role Expectations

• Work efficiently and independently; be productive and self-directed; take ownership of your job
• Efficient Time Management
• Follow up with unprepared clients
• Maintain quality customer relations, timely management of calendar appointments.
• Function as a loyal member of the tax office team
• Maintain confidentiality of client information and company proprietary information
• Provide frank feedback to Office Manager
• Learn all skills necessary to complete responsibilities (continue education as necessary)

Role Requirements

• Knowledge of income tax preparation(relevant experience or completion of tax course)
• Maturity, sensitivity and integrity
• Detail orientation, strong organizational skills
• Strong interpersonal skills, concern for people, a team player
• Maintain quality and professional relationship with all departments
• Represent the Company professionally to the public and its Associates
• Earn acceptance and trust of all company associates
• Computer proficiency or aptitude (training in tax preparation software provided)
• Initiative, self-reliance & perseverance
• Availability for agreed upon hours, dependability. Minimum 6 Days Per week

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